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FIWBX vs RLBCX
FIWBX vs RLBCX Comparison
Open Charts FIWBX vs RLBCX
Fidelity Advisor Multi-Asset Income Z
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FIWBX vs RLBCX Comparison Chart
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FIWBX vs. RLBCX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIWBX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. FIWBX (2.74B). FIWBX pays higher dividends than RLBCX: FIWBX (4.03) vs RLBCX (1.70). FIWBX was incepted earlier than RLBCX: FIWBX (7 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FIWBX (0.74). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FIWBX has a lower initial minimum investment than RLBCX: FIWBX (0) vs RLBCX (250). FIWBX (4.46) and RLBCX (4.39) have marching annual gain over last year. FIWBX return over 5 years is better than : 51.30 vs. RLBCX (34.93).
| FIWBX | RLBCX | FIWBX / RLBCX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.74 | 0.89 | 83% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.269 | 0.323 | -393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 234B | 1% |
| Annual Yield % from dividends | 4.03 | 1.70 | 238% |
| Returns for 1 year | 4.46 | 4.39 | 102% |
| Returns for 3 years | 20.50 | 20.95 | 98% |
| Returns for 5 years | 51.30 | 34.93 | 147% |
| Returns for 10 years | N/A | 48.02 | - |
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